Joseph M Paganelli
Investment adviser representative at Morgan Stanley
14 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Joseph M Paganelli? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Morgan StanleyApr 2025 to now
- Highland AssociatesMay 2024 to Apr 2025
- Morgan StanleyNov 2018 to May 2024
- Bbva Compass Insurance Agency, Inc.Sep 2014 to Nov 2018
- Bbva Securities Inc.May 2013 to Nov 2018
- Bbva Wealth Solutions Inc.Apr 2012 to Nov 2018
- Compass BankFeb 2012 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4978134
- Firm CRD
- 149777